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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Meet Our Advisors and Staff

 

Kyle S. Jobin, CFP®, AIF®

President

Jobin Financial


Kyle's career as a financial planner began over 15 years ago when he joined his father's financial firm. His father retired in 2009 giving Kyle full responsibility for the company's operations. Due to the depth of the recession, this made for an especially difficult financial period. Despite these challenges, his firm and it's clients prospered. His skills and experience during this period have made him successful in helping Jobin Financial clients set strategic goals and achieve them. Now that Kyle has a family of his own, he is putting into practice the very thing he teaches.

Kyle is a CERTIFIED FINANCIAL PLANNERTM CFP®, an Accredited Investment Fiduciary AIF® and a licensed Life, Health, Disability and Long-Term Care insurance agent who also holds a Series 7 and Series 63 Securities License.

 

Justin Russo, CFP®, AIF®

Investment Advisor


Justin came to Jobin Financial Services in the spring of 2019. He graduated Cum Laude from Albion College in 2009 with a Bachelor of Arts in Economics and Management. Prior to joining our team, he gained valuable experience working in the financial services industry at Chase Bank, Michigan Schools & Government Credit Union, Raymond James, and MassMutual. His firsthand experiences, thirst for knowledge, and desire to help others ultimately drove him to become a financial planner. Justin is an Accredited Investment Fiduciary AIF® , a licensed Life, Health, Disability and Long-Term Care insurance agent and also holds a FINRA Series 7 and FINRA Series 66 Securities License. Justin's most recent accomplishment includes passing his CFP® designation. 
Justin married his wife, Kindra, in 2016. He and Kindra enjoy traveling, hiking, exercising, and sipping Michigan craft beer and wine. During his free time, Justin volunteers as Board President of Life Skills Center Inc., a Special Needs Nonprofit located in Mount Clemens, MI. Justin is also an accomplished golfer who is highly sought after for golf outings. 

 

Marjorie Monahan 

Office Manager & Licensed Sales Associate


Marj (as everyone calls her) joined our practice in 1996.  As the office manager, sales assistant, and our right hand gal she represents the practice with grace and compassion and has developed close relationships with many of our clients.  Everyone “loves” Marj. 

Marj's ability to make our clients feel comfortable is worth its weight in gold.

Marj holds her Series 6 and 63 Security Licenses, Life and variable annuities License, Associate Degree in General Studies, and Certified para planner from the College of Financial Planning.

Marj enjoys running, reading, camping, and traveling to California to visit with her 2 children.                     

 

Jessica Johnson MBA®

Administrative Assistant


Jessie started working part time in the banking industry where she moved up the corporate ladder to become the Operations Manager at a local Credit Union while also continuing the role of a full-time college student. Jessie now holds both a Bachelor's and Master's Degree in Business Administration and Management through the University of Phoenix where she graduated Magna Cum Laude with honors in the 20th percentile of her class. 

Jessie returned to us eight years ago and looks forward to continuing the education path by working to obtain her securities licenses. Her bright and happy face lights up the room and makes her a wonderful addition to our team.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck